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The Primary Account Holder can grant the Secondary Account Holder access to their Account with the ability to have their own login.

NOTE: This should only be done if that "someone" is a trusted Secondary Account Holder. We say "trusted" because when enabled, the Secondary Account Holder has FULL access to Enrollsy, including any saved payment methods. They can make changes as well.

Primary Account Holders can give the Secondary Account Holder login access to Enrollsy if the customer types in an email address for the Secondary Account Holder. This allows the Secondary Account Holder to set up their password with their email address.

Through the Enroll Form

Within the enrollment form, the customer can enable login access if they type in a Secondary Account Holder email address.

How to allow login access to the secondary account holder in Enrollsy

Through the Customer Portal

If the customer wants to enable Secondary Account Holder login access, they can do that from the Customer Portal under the "Account" page.

Allowing login access in the Enrollsy Customer App/Portal

To disable access, the Primary Account Holder can switch the toggle to the off position. Currently, the Primary Account Holder is the only one who can give login access to the Secondary Account Holder after enrollment.

Admins can only give login access at the time of enrollment (if the Admin has an email address and have permission to provide the Secondary Account Holder access).

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